Back to filter
Original filing (PDF)20251010110400NAL0004166515001
GRIFFIS BLESSING, INC.
Form 5500
FILING_RECEIVED
GRIFFIS BLESSING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
337
Accounts w/ balance
161
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRIFFIS BLESSING, INC..
Plan sponsor
Name
GRIFFIS BLESSING, INC.
EIN
84-0991333
Address
102 N CASCADE AVE SUITE 550 · COLORADO SPRINGS, CO · 80903
Phone
(719) 520-1234
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BIGGSKOFFORD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $4K | — |
Investments
30 direct securities· $11.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Growth Fund of America Mutual fund | — | — | — | $1.8M | 15.6% | |
| New Perspective Fund Mutual fund | — | — | — | $1.5M | 12.9% | |
| AMCAP Fund Mutual fund | — | — | — | $965K | 8.4% | |
| Target Date Retirement 2035 Fund Mutual fund | — | — | — | $903K | 7.9% | |
| Target Date Retirement 2045 Fund Mutual fund | — | — | — | $658K | 5.7% | |
| EuroPacific Growth Fund Mutual fund | — | — | — | $644K | 5.6% | |
| Washington Mutual Investors Fund Mutual fund | — | — | — | $621K | 5.4% | |
| SmallCap World Fund Mutual fund | — | — | — | $528K | 4.6% | |
| New Economy Fund Mutual fund | — | — | — | $475K | 4.1% | |
| New World Fund Mutual fund | — | — | — | $424K | 3.7% | |
| Capital World Growth and Income Fund Mutual fund | — | — | — | $307K | 2.7% | |
| American Mutual Fund Mutual fund | — | — | — | $286K | 2.5% | |
| American High-Income Trust Mutual fund | — | — | — | $271K | 2.4% | |
| Investment Company of America Mutual fund | — | — | — | $248K | 2.2% | |
| Income Fund of America Mutual fund | — | — | — | $234K | 2.0% | |
| Target Date Retirement 2025 Fund Mutual fund | — | — | — | $214K | 1.9% | |
| Bond Fund of America Mutual fund | — | — | — | $193K | 1.7% | |
| Fundamental Investors Mutual fund | — | — | — | $155K | 1.4% | |
| Capital Income Builder Mutual fund | — | — | — | $149K | 1.3% | |
| Target Date Retirement 2060 Fund Mutual fund | — | — | — | $127K | 1.1% | |
| maturing on dates between August 9, 2025 and December 9, 2029 | — | — | — | $125K | 1.1% | |
| Target Date Retirement 2055 Fund Mutual fund | — | — | — | $125K | 1.1% | |
| American Balanced Fund Mutual fund | — | — | — | $112K | 1.0% | |
| lessor, or similar party collateral, par or maturity value Cost Value Mutual Funds * Money Market Fund Mutual fund | — | — | — | $99K | 0.9% | |
| Target Date Retirement 2040 Fund Mutual fund | — | — | — | $87K | 0.8% | |
| Target Date Retirement 2050 Fund Mutual fund | — | — | — | $82K | 0.7% | |
| Target Date Retirement 2030 Fund Mutual fund | — | — | — | $73K | 0.6% | |
| U.S. Government Securities Fund Mutual fund | — | — | — | $45K | 0.4% | |
| Target Date Retirement 2010 Fund Mutual fund ** 377 * Target Date Retirement 2015 Fund Mutual fund ** 379 * Target Date Retirement 2020 Fund Mutual fund | — | — | — | $24K | 0.2% | |
| Target Date Retirement 2065 Fund Mutual fund | — | — | — | $23K | 0.2% |
Related plans
Other plans using CAPITAL GROUP RETIREMENT PLAN SVCS.
TRADER JOE'S COMPANY
TRADER JOE'S COMPANY RETIREMENT PLAN
$3.2B · 64,951 participants
BEACON SALES ACQUISITION, INC.
BEACON SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLAN
$653.9M · 7,320 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
PINNACLE BANK
PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN
$564.6M · 3,612 participants
SMITHGROUP COMPANIES, INC.
THE SMITHGROUP RETIREMENT ACCUMULATION PLAN
$335.3M · 1,547 participants
SELECT REHABILITATION, LLC
SELECT REHABILITATION, LLC 401(K) PLAN AND TRUST
$279.0M · 15,130 participants
Similar-size Real Estate plans
VACATION INTERNATIONALE, INC.
VACATION INTERNATIONALE, INC. 401(K) PLAN
$11.4M · 199 participants
GREAT LAKES MANAGEMENT
GREAT LAKES MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN
$11.5M · 1,023 participants
EDWARD J. MINSKOFF
EDWARD J. MINSKOFF EQUITIES INC. 401(K) PLAN
$11.4M · 32 participants
GAEDEKE GROUP, LLC
GAEDEKE GROUP, LLC 401(K) PLAN
$11.6M · 56 participants
REALTY SERVICES CORP.
REALTY SERVICES CORP. 401(K) BENEFIT PLAN
$11.6M · 312 participants
WARREN PROPERTIES, INC.
WARREN PROPERTIES, INC. PROFIT SHARING & SAVINGS PLAN
$11.3M · 119 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B